RGAGX vs. RWMGX
Compare and contrast key facts about American Funds The Growth Fund of America Class R-6 (RGAGX) and American Funds Washington Mutual Investors Fund Class R-6 (RWMGX).
RGAGX is managed by American Funds. It was launched on Dec 1, 1973. RWMGX is managed by American Funds.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RGAGX or RWMGX.
Key characteristics
| RGAGX | RWMGX | |
|---|---|---|
| YTD Return | 29.92% | 22.19% |
| 1Y Return | 46.68% | 34.20% |
| 3Y Return (Ann) | 6.42% | 10.85% |
| 5Y Return (Ann) | 16.89% | 13.15% |
| 10Y Return (Ann) | 14.37% | 11.82% |
| Sharpe Ratio | 2.99 | 3.14 |
| Sortino Ratio | 3.89 | 4.30 |
| Omega Ratio | 1.54 | 1.59 |
| Calmar Ratio | 2.42 | 5.88 |
| Martin Ratio | 19.66 | 21.65 |
| Ulcer Index | 2.31% | 1.53% |
| Daily Std Dev | 15.18% | 10.59% |
| Max Drawdown | -36.19% | -34.64% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between RGAGX and RWMGX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
RGAGX vs. RWMGX - Performance Comparison
In the year-to-date period, RGAGX achieves a 29.92% return, which is significantly higher than RWMGX's 22.19% return. Over the past 10 years, RGAGX has outperformed RWMGX with an annualized return of 14.37%, while RWMGX has yielded a comparatively lower 11.82% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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RGAGX vs. RWMGX - Expense Ratio Comparison
RGAGX has a 0.30% expense ratio, which is higher than RWMGX's 0.27% expense ratio.
Risk-Adjusted Performance
RGAGX vs. RWMGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The Growth Fund of America Class R-6 (RGAGX) and American Funds Washington Mutual Investors Fund Class R-6 (RWMGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
RGAGX vs. RWMGX - Dividend Comparison
RGAGX's dividend yield for the trailing twelve months is around 0.69%, less than RWMGX's 1.72% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RGAGX American Funds The Growth Fund of America Class R-6 | 0.69% | 0.89% | 0.72% | 0.40% | 0.53% | 1.26% | 1.09% | 0.82% | 0.93% | 1.00% | 10.99% | 7.70% |
RWMGX American Funds Washington Mutual Investors Fund Class R-6 | 1.72% | 1.96% | 2.27% | 1.69% | 2.02% | 2.11% | 2.40% | 2.14% | 2.21% | 2.41% | 8.09% | 5.30% |
Drawdowns
RGAGX vs. RWMGX - Drawdown Comparison
The maximum RGAGX drawdown since its inception was -36.19%, roughly equal to the maximum RWMGX drawdown of -34.64%. Use the drawdown chart below to compare losses from any high point for RGAGX and RWMGX. For additional features, visit the drawdowns tool.
Volatility
RGAGX vs. RWMGX - Volatility Comparison
American Funds The Growth Fund of America Class R-6 (RGAGX) has a higher volatility of 4.49% compared to American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) at 3.40%. This indicates that RGAGX's price experiences larger fluctuations and is considered to be riskier than RWMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.